TopLeft now supports standard notes to make it easier for technicians to add time entries and write notes on tickets.

This is how the function appears for ConnectWise customers:

Select one of the standard note names to add the associated text to whatever is already in the note field.

The function differs depending on what PSA you use.

• ConnectWise- when making time entries or notes, click "Apply standard note" to see the list of notes. Standard notes are taken from the ConnectWise API so they match what's available in ConnectWise.
• HaloPSA- similar to ConnectWise, except the feature is known as Canned Text so the button is labelled "Apply canned text".
• Autotask- the feature most similar to standard notes is known as "Form Templates", and unfortunately the data is not available in the Autotask API. TopLeft rebuilt some of the Form Templates feature and it must be configured by an administrator before technicians can use it. To configure a form template, click the gear in the navigation menu, then All Settings, then under Customization click Form Templates. You can supply not just note text but also values for the Note Type, Work Type, Role, and other fields.